---
title: "分析师在财报发布前提升了英伟达的前景，因为人工智能需求激增"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286687423.md"
description: "来自美国银行和 Wolfe Research 的分析师提高了对英伟达的展望，强调其在人工智能市场的强大份额和需求，预计将持续到 2027 年。英伟达 2026 财年第四季度的数据中心收入达到 623 亿美元，同比增长 75%，这得益于大规模的人工智能基础设施订单。即将于 5 月 20 日发布的财报将显示英伟达能否在定制芯片竞争加剧的情况下保持增长"
datetime: "2026-05-17T23:53:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286687423.md)
  - [en](https://longbridge.com/en/news/286687423.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286687423.md)
---

# 分析师在财报发布前提升了英伟达的前景，因为人工智能需求激增

Analysts turn bullish: Bank of America and Wolfe Research raised outlooks on Nvidia, citing dominant AI market share and robust demand through 2027. Record-breaking revenue: Q4 FY2026 data center revenue hit $62.3B, up 75% year over year, with major hyperscalers locking in large-scale AI infrastructure orders. Earnings watch: May 20 results will reveal whether Nvidia sustains growth during its Blackwell-to-Vera Rubin transition amid rising custom chip competition.

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